Dear team,
Recently we experience the following issue and we receive an confirmation by Microsoft Dynamics 365 Engineer that the behavior is expected.
This is why we would like to forward this idea to you, hoping that this will be available one day.
We have a person in the company managing other peoples calendars (such as Managers, VPs, CEO, etc.). This person create an appointments in their calendars.
However when he tries to "track" or "set regarding" for an appointment created early, he receive an error message "you can't track an appointment that was created by another user".
What is interesting is that the appointment can be "track" or "set regarding" if you do it before saving it.
What is really important in our company (an for sure in many others) is that every appointment is associated with a company or person (most of them having record in our CRM Online organization), this is why it is important to track each appointment with the related Account, Lead, or Contact.
Since this is by design issue we think that it is commonly used by big companies and maybe many of them found a workaround on this, but will be nice if CRM itself can achieve the same.
Kind regards
Comments
This is a GREAT idea!
Category: Unified Experience: Search, navigation and performance
Dynamics 365 Sales (administrator)
Thank you for your feedback. We are declining/closing this idea as it has been open for more than 2 years and has not received sufficient numbers of votes. If the idea is still valid, request you to re-submit the idea.